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Michael Donlan Delpozzo

Masterworks Advisers, LLC

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About Michael Donlan Delpozzo

Michael Delpozzo is an investment advisor representative with Masterworks Advisers, LLC. Michael has been in the industry for over 30 years and holds the Series 63, 65, 66, and SIE licenses. Michael has previously worked with firms including ARETE WEALTH MANAGEMENT, LLC, INDEPENDENT BROKERAGE SOLUTIONS LLC, DAVIS SECURITIES LLC, APB FINANCIAL GROUP, INC., UBS PAINEWEBBER INC., and DAVID LERNER ASSOCIATES, INC. Michael's current registrations include New York and Texas.

Firm Information

Michael Delpozzo is currently registered with Masterworks Advisers, LLC. Masterworks Advisers, LLC is an investment adviser based in NEW YORK, NY. The firm manages approximately $37,198,850 in assets for 438 clients. Masterworks Advisers, LLC provides portfolio management for individuals and pooled investment vehicles. The firm primarily works with individuals other than high-net-worth individuals, high-net-worth individuals, and pooled investment vehicles.
Masterworks Advisers, LLC

225 LIBERTY STREET

NEW YORK, NY 10281

$37.20M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Michael Delpozzo’s Registration & Firm History

NY

06/30/2023 - Present

Masterworks Advisers, LLC (NEW YORK NY)

NY

04/05/2022 - 02/27/2023

ARETE WEALTH MANAGEMENT, LLC (New York NY)

NY

02/12/2019 - 03/21/2022

INDEPENDENT BROKERAGE SOLUTIONS LLC (New York NY)

NY

07/14/2016 - 12/25/2017

DAVIS SECURITIES LLC (NEW YORK NY)

NY

01/15/2002 - 09/20/2004

APB FINANCIAL GROUP, INC. (NEW YORK NY)

NJ

12/18/1998 - 01/10/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

01/04/1993 - 01/11/1999

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

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Licenses & Designations

BOTH

Issued 02/11/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/10/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/25/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Donlan Delpozzo.
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